1057 results found
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Attach bills paid to statements in the order that they appear on the statement when printing the owner statements
Attach bills paid to statements in the order that they appear on the statement when printing the owner statements. Clients have asked if they can be generated in the order that they appear on their statement so they can easily cross check the statement and attachments.
4 votes -
duplication detection when creating new profiles or contacts
When creating a new profile, in particular an ownership or vendor (as well as adding a new contact!), the system should lookup possible duplicate owners, vendors, or contacts. There have been multiple times where a duplicate owner is created and because it was achieved or overlooked. In contacts you can search for existing contacts but similar to how you type an address in it should try to match with the existing database.
1 vote -
Vehicle Registration
It would be very helpful to have a section of the tenancy profile that will allow you to include a tenant's vehicle registration plate to there profile.
It would be nice if they can access this on the portal to update it.
This will be very helpful in apartments.1 vote -
Landlord Withheld Funds
We are increasingly finding landlords budgets are tights. A few have asked if we could withhold funds on a monthly basis that carry over and accumulate. For instance if a clients has an expense they want to save for or quarterly bills they can withhold a set amount, say $100 for instance every month that would be held aside & accumulate for future use.
At present we can only put a hold on 1 set amount.23 votes -
Search Maintenance Job for Key Words
I'd love to be able to search maintenance jobs for key words like 'screen door' or 'pest control' so that I can see which trades we have sent for what jobs, and compare them.
We often have owners say 'how much will that cost?' so it would be great to be able to search through jobs we've had done and see a list of all the jobs with those key words either in the title or the body of the work order.5 votes -
Allow Multiple Templates in Auto Comms Inspection Report: Ownership as 3 types of inspections (exits, entries and routines)
Please allow Multiple Templates in Auto Comms Inspection Report: Ownership as we deal with 3 types of inspections (exits, entries and routines). 1 template does not cover all and there is no option to add others. We have to close of exits and sent them manually as the 1 template doesn't cut it. Same with entry condition reports. Thank you
6 votes -
A trust account summary of tenant outstanding invoices & arrears to give at vacate
We need to provide a final trust account summary of what a tenant owes when they vacate.
The account summary must include tenant outstanding invoices, rent arrears, and credits so they are aware of what needs to be paid to finalise their vacate.27 votes -
merge fields for compliance
We would love to see merge fields for the compliance dates so that they can be easily inserted into lease agreements and disclosure statements - in particular, the last serviced date
41 votes -
Live Data- Sales
As Sales are different to Rentals and even then the data should be live. If I add a deposit receipt into the system today for yesterday, I want to be able to reconcile it today, not have to wait a further day to reconcile or make adjustments. We are not importing any bank files, just entering manually as it is much quicker.
1 vote -
Total overall arrears to show in mailmerge for commercials
We want to create an email mailmerge for a commercial tenant to show their arrears for rent, budgeted outgoings and any other invoice. We also want to highlight the overall total of their arrears figure. However there is no template field that gives the overall arrears figure.
3 votes -
Budgeting Features - Outgoings and Rents
Ability to enter budgeted amounts in addition to recording actual amounts so a Variation Report can be created monthly. This allows the system to be functional in providing timely and correct information.
17 votes -
Routine inspection fees separate from ingoing inspection fees
Currently if you have a routine inspection fee in place but don't charge for ingoing or outgoing inspections you manually have to delete the fee it would be nice if you could match the fee to the individual inspection rather than it be applied to all routine, ingoings and outgoings.
5 votes -
Saving drafts in communications
When half way through an email in Communications, being able to go out of the communications and the email saving as a draft rather than losing it all together
22 votes -
Replace ‘Morning’ or ‘Afternoon’ with specific time frame format (like setup in PT)
While a user is setting up a specific time frame in PT (e.g. 10am – 4pm), MRI Inspect automatically sets up either ‘Morning’ or ‘Afternoon’.
Also, the report generated in MRI Inspect does not display the same time as setup in PT, nor does it display what’s auto setup in MRI Inspect.
Can you please make the TIME format in MRI Inspect the same as in PT (= specific time frame) and also allow a user to edit the date & time in MRI Inspect before creating the report.
This will allow recording the correct date & time on the…8 votes -
Change title and make Print Send Statements recurring
I have just started using the Print/Send Statement for some of our larger companies to invoice for private rentals. Can we change the title on the statement to Tenancy Statement/Invoice, and can we make them recurring?
2 votes -
Background Colour options
Hi! I am suffering migraine due to white background. Can you please give me some option to change my background into dark? That would be great!
59 votes -
Individual tenant reminders
It would be great to have the ability to set up automatic payment reminders for individual tenants only. For example, I have one tenant (as most of us do) who never pays rent on time and frequently falls into arrears. Every Tuesday, I manually check her profile to see if she paid rent on Monday, and if not, I send her a reminder text that the rent was due yesterday.
It would be incredibly helpful to have an option to automate this process—specifically, to set up a reminder for a particular tenant only if their rent is more than one…
3 votes -
Payments List Report to be in order of property address not owner's name
It would be great if this report was in property address order under creditors paid rather than owner's name.
2 votes -
Adding an alert or notification to PM's when a lease is going to expire
Adding lease expiring alert/notification functionality. Currently Property Tree functionally allows for emailing tenants and owners this notification, but there is nothing to alert a PM that the lease ending, which would really help a PM manage their own portfolio.
This would take away for the manual need to add reminders to separate platforms such an email calendar, which isn't efficient and creates extra work for a PM. It would also eliminate human error.
A simple alert when at a time of the PM's choosing (ie. 3 months prior, 6 weeks, 1 month etc - I also think this function should…
3 votes -
assign agent for routine inspection
• Add point of contact email address as a template field
3 votes
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